FIF has scheduled an additional CAT Transaction Reporting Working Group call for this week to focus on various exemptions that are scheduled to expire on July 31, 2023, including the exemption for reporting linkage of representative and customer orders for unlinked systems. This call is scheduled for Monday April 18, 2022 at 2pm ET. This call is in addition to the regularly-scheduled CAT Transaction Reporting Working Group call on Wednesday.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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